FNDX icon

Schwab Fundamental US Large Company Index ETF

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 623630 (+7)

3% less capital invested

Capital invested by funds: $14.3B → $13.9B (-$398M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthShield Partners
North Carolina
$44.4K
JWA
552
JFS Wealth Advisors
Pennsylvania
$43.7K
T
553
Tidemark
California
$42.7K
ACA
554
American Capital Advisory
Idaho
$42.3K
GWSA
555
Global Wealth Strategies & Associates
Colorado
$41K
CA
556
Clearstead Advisors
Ohio
$35.2K
DI
557
DAGCO Inc
Ohio
$33.2K
PS
558
Pinney & Scofield
Massachusetts
$33.1K
KFI
559
Key Financial Inc
Pennsylvania
$31.8K
RMP
560
Richards, Merrill & Peterson
Washington
$30.2K
WT
561
Washington Trust
Rhode Island
$29.6K
BGWM
562
Bridge Generations Wealth Management
Florida
$27.6K
ATC
563
Adirondack Trust Company
New York
$27.3K
WWM
564
Woodside Wealth Management
Massachusetts
$24.6K
OP
565
ORG Partners
Indiana
$23.9K
RWM
566
Rialto Wealth Management
New York
$22.9K
PB
567
Pinnacle Bancorp
Nebraska
$22.7K
WWM
568
Wagner Wealth Management
South Carolina
$19.8K
KSWA
569
Kathleen S. Wright Associates
Pennsylvania
$19.4K
CIA
570
Cape Investment Advisory
Georgia
$18.8K
BA
571
Bristlecone Advisors
Washington
$18.7K
AIM
572
Anchor Investment Management
South Carolina
$18.7K
HWM
573
Hemington Wealth Management
Virginia
$18K
SL
574
Salomon & Ludwin
Virginia
$17.6K
MM
575
Main Management
California
$17K